A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

The division director of the northeast for Raymond James Financial Services shares how the group works with some of the biggest names in the industry.

Is your firm promoting diversified advisors? Can your clients relate to you despite cultural differences? Those questions and more were addressed by leaders of top wealth firms and regulatory agencies during FINRA's Diversity Leadership Summit this week.

As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.

One of the leading changemakers in the profession is seeking to raise $1,000 per mile for nonprofits focused on increasing access to wealth management.

The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.

In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.

Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.